New View In Invoice Queue

Feature Overview:

1. An enhanced invoice queue table with more invoices visible by default.

2. A redesigned invoice detail page with clearer layouts.

3. Improved verification and approval flows.

4. Drag-and-drop functionality for invoice uploads.

Step Guide:

Follow these steps to access and use the new Invoice Queue:

1. Log in to your Docyt Dashboard.

2. From the top menu, go to Expense > Bill Pay > Invoices Queue.

3. In the invoice queue, move the cursor towards top right corner and click on toggle the 'Switch to New View'.

1. To upload invoices, simply drag and drop files into the queue.

2. Click on any Bill to open the Invoice Detail Page directly.

1. You can click on Category and update the category directly without going into the invoice.

1. For Bulk actions click on check box given on header menu.

1. Review grouped information, verify AI-extracted data, and complete approval flows.

2. Use the new navigation features to move between multiple invoices seamlessly.